\u015eEBNEM TURHAN<\/strong><\/p>\n Son y\u0131llarda \u00f6zellikle pandemi sonras\u0131nda bireysel yat\u0131r\u0131mc\u0131lar geleneksel yat\u0131r\u0131m ara\u00e7lar\u0131ndan farkl\u0131 alanlara da y\u00f6nelmeye ba\u015flad\u0131. Bunun en g\u00fc\u00e7l\u00fc kan\u0131t\u0131 ise Borsa<\/a> \u0130stanbul\u2019a yo\u011fun yat\u0131r\u0131mc\u0131 ilgisi oldu. Ancak yurt i\u00e7i yerle\u015fiklerin borsaya ilgisi yurt i\u00e7iyle s\u0131n\u0131rl\u0131 kalmad\u0131. Hem y\u00fcksek enflasyondan korunmak hem de d\u00f6viz getirisi elde edebilmek i\u00e7in Merkez Bankas\u0131 verilerine g\u00f6re yurt i\u00e7i yerle\u015fiklerin yurt d\u0131\u015f\u0131 portf\u00f6y yat\u0131r\u0131mlar\u0131 bu y\u0131l\u0131n birinci \u00e7eyre\u011finde 3.4 milyar dolarla t\u00fcm zamanlar\u0131n rekor seviyesine ula\u015f\u0131rken ikinci \u00e7eyrekte de 3.1 milyar dolarla y\u00fcksek seyrini korudu. B\u00f6ylesi y\u00fcksek rakamlara ula\u015f\u0131lmas\u0131nda en b\u00fcy\u00fck katk\u0131 da \u015fa\u015f\u0131rt\u0131c\u0131 bir \u015fekilde son 3 y\u0131lda yurt d\u0131\u015f\u0131 portf\u00f6y yat\u0131r\u0131mlar\u0131n\u0131 4\u2019e katlayan hanehalklar\u0131ndan geldi.<\/p>\n Merkez Bankas\u0131 verilerine g\u00f6re bu y\u0131l\u0131n ikinci \u00e7eyre\u011fi sonunda yurt i\u00e7i yerle\u015fiklerin toplam yurt d\u0131\u015f\u0131 portf\u00f6y yat\u0131r\u0131mlar\u0131 3 milyar 52 milyon dolar seviyesine y\u00fckseldi. Portf\u00f6y yat\u0131r\u0131mlar\u0131n\u0131n 1 milyar 494 milyon dolar\u0131 yurt d\u0131\u015f\u0131 hisse senedi yat\u0131r\u0131mlar\u0131ndan, 1 milyar 558 milyon dolar\u0131 ise yurt d\u0131\u015f\u0131 bor\u00e7 senedi yat\u0131r\u0131mlar\u0131ndan olu\u015ftu. Ge\u00e7en y\u0131l\u0131n ikinci \u00e7eyre\u011fine g\u00f6re toplam yurt d\u0131\u015f\u0131 portf\u00f6y yat\u0131r\u0131mlar\u0131 y\u00fczde 22,4 artarken, 2020 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011fine g\u00f6re y\u00fczde 122 art\u0131\u015f ya\u015fand\u0131.<\/p>\n Yurt i\u00e7i yerle\u015fiklerin yurt d\u0131\u015f\u0131 portf\u00f6y yat\u0131r\u0131mlar\u0131nda hanehalklar\u0131n\u0131n a\u011f\u0131rl\u0131\u011f\u0131 ise pandemiyle birlikte h\u0131z kazand\u0131. Daha \u00f6ncesinde hanehalklar\u0131n\u0131n yurt d\u0131\u015f\u0131 hisse senedi yat\u0131r\u0131mlar\u0131 y\u00fcz bin dolarlar seviyesinde olurken 2021 y\u0131l\u0131n\u0131n ilk \u00e7eyre\u011finden itibaren rakam milyar dolarlarla ifade edilmeye ba\u015fland\u0131. Bu y\u0131l ikinci \u00e7eyrekte ise hanehalklar\u0131n\u0131n yurt d\u0131\u015f\u0131 hisse senedi yat\u0131r\u0131mlar\u0131 952 milyon dolar<\/a> oldu ge\u00e7en y\u0131l\u0131n ikinci \u00e7eyre\u011fine g\u00f6re y\u00fczde 17,8 art\u0131\u015f yakaland\u0131.<\/p>\n Hanehalklar\u0131n\u0131n yurt d\u0131\u015f\u0131 tahvil yat\u0131r\u0131mlar\u0131 ise \u00e7ok daha h\u0131zl\u0131 b\u00fcy\u00fcd\u00fc. Ge\u00e7mi\u015f y\u0131llarda 100- 200 milyon dolar seviyesini ancak yakalayan hanehalklar\u0131n\u0131n yurt d\u0131\u015f\u0131 tahvil yat\u0131r\u0131mlar\u0131 bu y\u0131l\u0131n ikinci \u00e7eyre\u011finde 719 milyon dolara f\u0131rlad\u0131. Ge\u00e7en y\u0131l\u0131n ikinci \u00e7eyre\u011fine g\u00f6re y\u00fczde 432,5’lik bir art\u0131\u015f g\u00f6zlendi.<\/p>\n Hanehalklar\u0131n\u0131n hisse ve bono yat\u0131r\u0131mlar\u0131 bu y\u0131l\u0131n ikinci \u00e7eyre\u011finde 2020 ikinci \u00e7eyre\u011fine g\u00f6re y\u00fczde 378,8, ge\u00e7en y\u0131l\u0131n ikinci \u00e7eyre\u011fine g\u00f6re y\u00fczde 77,2 artarak 1 milyar 671 milyon dolara \u00e7\u0131kt\u0131.<\/p>\n Hanehalklar\u0131n\u0131n yurt d\u0131\u015f\u0131 portf\u00f6y yat\u0131r\u0131mlar\u0131n\u0131n bu denli h\u0131zl\u0131 y\u00fckselmesinde en b\u00fcy\u00fck etken yurt i\u00e7inde y\u00fcksek enflasyon ve o d\u00f6nem uygulanan ekonomi politikalar\u0131. \u00d6zellikle y\u0131l\u0131n ilk iki \u00e7eyre\u011finde Merkez Bankas\u0131\u2019n\u0131n yurt d\u0131\u015f\u0131na d\u00f6viz<\/a> \u00e7\u0131k\u0131\u015f\u0131na y\u00f6nelik getirdi\u011fi zorluklar\u0131 a\u015fma y\u00f6ntemi olarak da yurt d\u0131\u015f\u0131 portf\u00f6y yat\u0131r\u0131mlar\u0131n\u0131n tercih edildi\u011fini s\u00f6yleyen bankac\u0131l\u0131k sekt\u00f6r\u00fc kaynaklar\u0131 d\u00f6viz geliri elde etmenin de yurt i\u00e7inde s\u0131n\u0131rl\u0131 oldu\u011funu yurt d\u0131\u015f\u0131 portf\u00f6y yat\u0131r\u0131mlar\u0131n\u0131n bunun \u00e7\u00f6z\u00fcm\u00fc haline geldi\u011fini vurgulad\u0131. Uzmanlar\u0131n verdi\u011fi bilgiye g\u00f6re y\u0131l\u0131n ilk yar\u0131s\u0131nda se\u00e7im belirsizli\u011finin etkisiyle borsada ya\u015fanan dalgal\u0131 seyir ve y\u00fcksek enflasyon da hanehalklar\u0131n\u0131 daha risksiz bir yat\u0131r\u0131m tercihi olarak bono al\u0131m\u0131na itti.<\/p>\n Yurt<\/strong> i\u00e7i yerle\u015fiklerin yurt d\u0131\u015f\u0131 portf\u00f6y yat\u0131r\u0131mlar\u0131n\u0131n merkezi ise ABD oldu. Merkez Bankas\u0131 verilerine g\u00f6re yurt i\u00e7i yerle\u015fiklerin yurt d\u0131\u015f\u0131 hisse senedi yat\u0131r\u0131mlar\u0131nda Amerikan hisse senetleri<\/a> y\u00fczde 83,4 ile en y\u00fcksek paya sahip. Yurt i\u00e7i yerle\u015fikler hane halklar\u0131, arac\u0131 kurumlar, firmalar ve bankalar\u0131n hisse senedi yat\u0131r\u0131mlar\u0131n\u0131n 1 milyar 246 milyon dolar\u0131 Amerikan hisselerinde bulunuyor. Avrupa hisse senetlerine yat\u0131r\u0131m ise 227 milyon dolar seviyesinde ve toplam yurt d\u0131\u015f\u0131 portf\u00f6y yat\u0131r\u0131mlar\u0131nda y\u00fczde 15,19 orana sahip. Bono yat\u0131r\u0131mlar\u0131nda da liderlik ABD\u2019de. Verilere g\u00f6re toplam bono yat\u0131r\u0131mlar\u0131ndan 1 milyar 133 milyon dolar\u0131 yani y\u00fczde 72,72’si Amerikan bono ve tahvillerinde tutuluyor. 307 milyon dolar\u0131 yani y\u00fczde 19,7’si ise Avrupal\u0131 bono ve tahvillerde bulunuyor.<\/p>\n \u00a0<\/p>\n<\/p><\/div>\nToplam portf\u00f6y yat\u0131r\u0131mlar\u0131 y\u00fczde 52 artt\u0131<\/strong><\/h2>\n
Bono yat\u0131r\u0131mlar\u0131nda rekor art\u0131\u015f<\/strong><\/h2>\n
YURT DI\u015eI PORTF\u00d6YLERDE L\u0130DER ABD<\/strong><\/span><\/h2>\n
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